How big is Elbridge Stuart Foundation's plan?

Elbridge Stuart Foundation's plan reported $10.2M in assets and 19 participants for 2025.

Original filing (PDF)20260421140320NAL0005720338001

Elbridge Stuart Foundation

Name: Elbridge Stuart Foundation — Stuart Foundation, Form 5500 (2025)
Creator: Elbridge Stuart Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stuart Foundation 403(b) Retirement Plan

403(b) retirement plan · Elbridge Stuart Foundation's Stuart Foundation 403(b) Retirement Plan held $10.2M in plan assets for 19 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.2M

Net assets (EOY)

$10.2M

Plan identifiers

Elbridge Stuart Foundation's EIN is 20-0882784.

EIN 20-0882784

Plan number 001

Plan year 2025

ACK ID 20260421140320NAL0005720338001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Elbridge Stuart Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Elbridge Stuart Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ELBRIDGE STUART FOUNDATION.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

ELBRIDGE STUART FOUNDATION

EIN

all filings

Address

500 WASHINGTON ST., 8TH FLOOR · SAN FRANCISCO, CA · 94111

Phone

(415) 393-1551

Industry

Other Services (ex. Public Admin)

Plan administrator